An Overview of Genovo’s Matrices
Kate Wells - 18th November 2019
Learn more about one of our best kept support secrets – Genovo’s matricies.
Read more >
New Features & Updates October 2019 – Commercial property purchase via a pension
Richard Lent - 17th October 2019
Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for a commercial property purchase via a pension
Read more >
How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
Richard Lent - 15th May 2019
Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.
Read more >
Take a couple of minutes to read about Genovo’s updated table settings
Kate Wells - 28th January 2019
Learn about Genovo’s updated table settings
Read more >
Super easy ways to customise your reports
Kate Wells - 19th November 2018
Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.
Read more >
How to make your reports stand out from the crowd by adding a favicon
Kate Wells - 22nd October 2018
Learn how to display your favicon in your reports.
Read more >
How to customise the table text in your reports
Kate Wells - 24th September 2018
Learn how to customise the table text of your suitability reports
Read more >
How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports
Kate Wells - 20th August 2018
Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page
Read more >
How to use dynamic tags to further customise your Genovo reports
Kate Wells - 18th June 2018
Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.
Read more >
Fix your template images that you have uploaded using Postimage
Kate Wells - 22nd May 2018
Learn how to amend your images that you have previously uploaded using Postimage.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
Categories
- All articles
- FCA Guidance
- Financial Planning Tips
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips